by Jon Sevenker | Dec 11, 2018 | P&A Articles
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more than manage investments. Here are seven ways we have helped our clients in the last month. Medicare/SHIIP – Diane and...
by Jon Sevenker | Dec 4, 2018 | P&A Articles
Over the years, we have found that working with people whose ideals match our own leads to a greater degree of success for both parties. We believe in: Emphasizing people over profits. Building authentic relationships. Working together as a team for our clients....
by Jon Sevenker | Nov 27, 2018 | P&A Articles
As of October 2018, we manage over $1.5 billion in assets for 600 clients from 29 U.S. states with a full-time staff of 12 people. To operate this efficiently, we lean heavily on technology. The result is increased transparency and a deeper level of trust with our...
by Jon Sevenker | Nov 20, 2018 | P&A Articles
Financial advisors largely fall into one of two categories: those who sell products and those who do not. In industry parlance, advisors who do not sell products are fee-only and those who do sell products are fee-based. While their names are similar, their business...
by Jon Sevenker | Nov 14, 2018 | P&A Articles
As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines. However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and...
